AI stocks: Buy SAP now? BioNTech surprises! NetraMark beats ChatGPT!

NetraMark Holdings: Better than ChatGPT and DeepSeek

A bombshell at NetraMark! The Company's AI platform, NetraAI, has beaten the market leader ChatGPT and its Chinese challenger DeepSeek in a comparative test. According to a recently published scientific preprint on arXiv, NetraMark shows that NetraAI outperforms its competitors in the analysis of real, highly complex clinical study data.

Here is what NetraAI does better: NetraMark AI identifies clinically relevant patient groups with common characteristics that respond better or worse to specific therapies. And it does so with surprisingly few variables (usually only 2 to 4). Where conventional models fail or produce noise, NetraAI delivers actionable insights with statistical significance.

In three independent studies on schizophrenia, depression, and pancreatic cancer, NetraAI was the only system that could reliably identify clinically actionable subgroups. The accuracy of treatment outcome predictions was over 90% in some cases. ChatGPT and DeepSeek, on the other hand, delivered useless clusters or generic text outputs at best.

This underscores the potential of NetraMark and its stock. Big Pharma invests billions every year in studies for the development of new drugs. Clinical studies often fail because the wrong patients are selected for participation. NetraAI provides support from study planning and approval strategies to the study itself.

The stock, which is traded on Tradegate in Germany, has been trading between EUR 0.80 and EUR 1.00 for months. In addition to the study, research by Zacks Small Cap Research also points to a breakout from the sideways movement. The analysts' price target of CAD 2.25 is around 50% above the current price.

BioNTech: New momentum for the stock soon?

BioNTech is also relying on artificial intelligence for drug development. However, overall, things are relatively quiet at the Mainz-based biotech company at the moment, both in terms of the stock and news from the development pipeline.

The recently announced personnel change had no impact on the stock. The German biotech leader announced that CSO Ryan Richardson will step down from his position on September 30, 2025. This also applies to all other responsibilities within the BioNTech Group. No background information was provided. A successor will not be appointed for the time being. Instead, Richardson's responsibilities will be redistributed within the existing management team.

August 4 could be an exciting day for BioNTech shareholders. That is when the Company will report on its second-quarter performance. Perhaps there will also be new details on the ongoing studies.

SAP: Share price slumps

SAP recently demonstrated that good quarterly figures are sometimes not enough. Cloud revenue in particular grew strongly. Revenues increased by 24%, significantly outpacing the overall group. SAP increased consolidated revenue by 9% to EUR 9 billion. The profit performance of Germany's largest software company was encouraging: Operating profit (non-IFRS) rose by 32% to EUR 2.6 billion.

SAP CEO Christian Klein commented: "We have once again delivered a quarter with outstanding results. AI innovations such as our AI assistant Joule, which will be available everywhere and answer all questions, and SAP Business Data Cloud for faster AI deployment, make our portfolio even stronger. A new era is dawning for business processes, and SAP is ideally positioned to benefit from this development."

What investors probably did not like: SAP did not raise its forecast. Although the current environment is characterized by high momentum, it is also marked by uncertainty. Therefore, the targets were merely confirmed. Cloud revenue is expected to rise to between EUR 21.6 billion and EUR 21.9 billion in the current year (2024: EUR 17.14 billion). SAP anticipates operating profit to be between EUR 10.3 billion and EUR 10.6 billion for the year.

Shareholders had expected more. As a result, SAP shares lost more than 5% yesterday.

SAP shares have performed very well in recent years and are now highly valued. In the past, such sell-offs have been good opportunities to buy in. NetraMark shares appear ripe for a significant price increase. The Company is tapping into a huge market, analysts see significantly higher prices, and the latest comparison test with ChatGPT is promising. BioNTech remains a core investment in the biotech universe. Its pipeline and cash reserves are well stocked. There could be new momentum on August 4.